Cem Karsan joins us for a wide ranging conversation where we discuss the current volatility environment and if vol trading can actually be predictable, the current Fourth Turning and how this will impact the level of volatility and where Cem’s outlook differ from Neil Howe's, why demographics is “destiny” and the current tug of war between flows and macro. We also discuss why Cem is watching NASDAQ so closely and the historic rotations that are happening in markets at the moment, why Cem believes it is important to “be water” and much more.
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Episode TimeStamps:
00:56 - What has caught Cem's attention recently?
03:14 - Volatility and seasonal patterns
08:27 - Industry performance update
09:34 - Is vol trading predictable?
17:15 - Why are vol spikes becoming shorter?
20:19 - Cem's take on the fourth turning
33:12 - Why is demographics so critical today?
39:04 - A tug of war between flows and macro
50:28 - A new all time high for stocks?
52:07 - Major moves in markets
01:00:58 - Too bullish too soon?
01:03:03 - Be flexible, be water
01:06:07 - Thanks for listening
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